8.5. The Online Banking Setup Assistant

The Online Banking Setup Assistant is used to create or edit the configuration to enable interaction with your bank. For this purpose the package AqBanking is used. It contains several modules with different abilities. Their availability depends on the region. But all can fetch the current balance and recent transactions.

Tabelle 8.9. AqBanking Supported Protocols

Module

Send Orders

Region

Notes

EBICS

Yes

AT, CH, DE, FR

Usually available for business users.

FinTS

DE

Submodules: HBCI, PIN/TAN.

OFX DirectConnect

No

US [a]

Not to confuse with OFX WebConnect!

PayPal

intl.

[a] If you know about banks in other countries, update the wiki table.


Tipp

If Online Banking Setup does not appear in your Tools menu, verify that you are in an Account Tree or Register tab.

The currently available instructions are still kept in the GnuCash wiki and depend on the used module:

EBICS

No users shared their expirience util now.

FinTS

This module is only documented in German. Overview https://wiki.gnucash.org/wiki/De/Online-Banking, usage of the https://wiki.gnucash.org/wiki/De/Onlinebanking-Einrichtungsassistent, and details of the different https://wiki.gnucash.org/wiki/De/PIN/TAN methods.

OFX DirectConnect

Instruction for this process are in English at https://wiki.gnucash.org/wiki/Setting_up_OFXDirectConnect.

PayPal

This module is only documented in German https://wiki.gnucash.org/wiki/De/Paypal einrichten.